MFS Meridian Funds - Prudent Capital Fund IH1 EURRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 15.7 | -5.2 | -11.0 | 10.7 | 0.9 | |
+/-Cat | 7.5 | -7.8 | -3.0 | 4.9 | -2.5 | |
+/-B’mrk | 5.6 | -9.8 | -3.7 | 2.3 | -4.3 | |
Category: EUR Moderate Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 26/09/2024 | EUR 133.34 | |
Day Change | 0.64% | |
Morningstar Category™ | EUR Moderate Allocation - Global | |
ISIN | LU1442550205 | |
Fund Size (Mil) 26/09/2024 | USD 2957.21 | |
Share Class Size (Mil) 31/08/2024 | USD 97.19 | |
Max Initial Charge | - | |
Ongoing Charge 15/12/2023 | 0.85% |
Morningstar Research |
Analyst Report | 07/12/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
MFS Meridian Prudent Capital is led by a strong group of portfolio managers with access to a vast research platform. The strategy’s robust process plays to the group’s strengths and adds to its appeal. One share class earns a Morningstar Analyst... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: MFS Meridian Funds - Prudent Capital Fund IH1 EUR |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Investment Manager normally invests the Fund’s assets across different asset classes, including an allocation to equity securities and an allocation to debt instruments and cash-equivalents (defined as bank deposits, money market instruments, units of money market funds and reverse repurchase transactions), based on its view of the relative value of different types of securities and/or other market conditions. The Investment Manager expects the Fund’s allocations among asset classes will normally fall within the following ranges: 50% to 90% in equity securities, and 10% to 50% in debt instruments and cash-equivalents. However, the Fund may invest outside of these ranges and its exposure to these asset classes may vary significantly from time to time. The Investment Manager seeks to reduce the volatility of the Fund’s returns relative to the global equity markets, as represented by the MSCI World Index (USD). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
David Cole 03/11/2016 | ||
Edward Dearing 01/03/2018 | ||
Click here to see others | ||
Inception Date 02/11/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - Prudent Capital Fund IH1 EUR | 31/07/2024 |
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